Institutional Ownership Ishares 0 5 Year Investment Gr (SLQD)
This table provides information about the institutional ownership of Ishares 0 5 Year Investment Gr (SLQD). We have compiled data on the 253 institutions that hold shares in the stock, with a total of 30.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Camden National Bank
Camden, ME |
Feb 07, 2025 Q4 2024 |
284,961
shares
|
$14.2 Million
2.2% of portfolio
|
Q4 2024
Added 4.48%
|
|
|
Southern Style Financial, Inc.
San Diego, CA |
Jan 22, 2025 Q4 2024 |
279,382
shares
|
$13.9 Million
11.25% of portfolio
|
Q4 2024
New holding
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Jan 29, 2025 Q4 2024 |
261,420
shares
|
$13 Million
2.7% of portfolio
|
Q4 2024
Added 5.27%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
256,120
shares
|
$12.8 Million
0.02% of portfolio
|
Q3 2024
Added 12.38%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jan 31, 2025 Q4 2024 |
255,700
shares
|
$12.7 Million
0.89% of portfolio
|
Q4 2024
Reduced 5.3%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
252,046
shares
|
$12.6 Million
0.0% of portfolio
|
Q3 2024
Added 63.17%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
234,084
shares
|
$11.7 Million
0.19% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
232,751
shares
|
$11.6 Million
0.07% of portfolio
|
Q3 2024
Added 12.8%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
222,033
shares
|
$11.1 Million
0.98% of portfolio
|
Q3 2024
Added 10.21%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
218,609
shares
|
$10.9 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
213,906
shares
|
$10.7 Million
0.01% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
204,180
shares
|
$10.2 Million
0.03% of portfolio
|
Q4 2024
Reduced 27.42%
|
|
|
Integral Investment Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
199,707
shares
|
$9.95 Million
2.69% of portfolio
|
Q4 2024
Added 11.56%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Jan 31, 2025 Q4 2024 |
197,135
shares
|
$9.83 Million
0.29% of portfolio
|
Q4 2024
Reduced 15.83%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
190,250
shares
|
$9.48 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
185,138
shares
|
$9.23 Million
0.02% of portfolio
|
Q3 2024
Reduced 32.32%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
174,092
shares
|
$8.68 Million
0.96% of portfolio
|
Q3 2024
Added 89.77%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
172,169
shares
|
$8.58 Million
5.12% of portfolio
|
Q2 2024
Added 14.28%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 14, 2024 Q3 2024 |
171,958
shares
|
$8.57 Million
0.01% of portfolio
|
Q2 2024
Added 287.93%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
167,863
shares
|
$8.37 Million
0.0% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
165,933
shares
|
$8.27 Million
0.06% of portfolio
|
Q3 2024
Reduced 11.4%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
155,625
shares
|
$7.76 Million
0.0% of portfolio
|
Q3 2024
Added 9.04%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
146,418
shares
|
$7.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
142,202
shares
|
$7.09 Million
1.13% of portfolio
|
Q3 2024
Added 8.41%
|
|
|
Ifrah Financial Services, Inc.
|
Jan 31, 2025 Q4 2024 |
141,815
shares
|
$7.07 Million
1.97% of portfolio
|
Q4 2024
Added 106.68%
|